Dexion takeover arbitrage
The due diligence period for GUD’s takeover of Dexion ends today, with an announcement now expected Monday. The risks of the takeover failing have increased.
Melancholy market dogs Perpetual
The market’s direction might be unknowable, but the fact is that it’s lower than in March. But so is Perpetual’s share price and, if you believe confidence will return, it’s creating an opportunity.
QBE upgraded: A classic Buy
Three years ago QBE was a market darling and we weren't interested. Today, it's available at half the price and we're eagerly jumping into bed with it.
Wily Westfield: One for the ages
Westfield Group has weathered the storm better than most. Though the road ahead might be rocky, don’t expect Westfield’s security price to remain in the doldrums forever.
The Valemus float: Valuable or vulnerable?
After the Socceroos’ crushing World Cup defeat at the feet of Germany, does the Valemus float offer a chance for Aussies to square the ledger?
Is Monadelphous the greatest?
The long term success of Monadelphous suggests that this business is a cut above the competition. That's still not enough to earn an upgrade.
Adding to IAG
In 2004, investors fretted over temporary problems at Leighton Holdings, providing a wonderful buying opportunity. Now, in 2010, IAG investors may be experiencing their own ‘Leighton moment’.
Oceania suffers after iSOFT downgrade
An initial margin of safety has cushioned Oceania investors from a sharp fall in the price of its major investment.
BHP Billiton splashed in oil spill
BHP Billiton is facing headwinds for the first time in years, which could provide the opportunity we've been waiting for.
Testing Alumina's mettle
Where once we would have coveted Alumina’s assets, we are now interested in them for only one reason – Alumina looks cheap. But is it cheap enough?
Why less is more for Treasury Group
Treasury’s not quite as diversified as management makes out. But, paradoxically, the best solution isn’t to add more boutiques.
Toll's Little problem
Paul Little, Toll’s managing director, is behind the company’s past success. But his grand plans overseas might damage its future.
Cheers to Foster's demerger
It’s closing time on the ill-conceived multi-beverage strategy of the past decade. After years of this queasy mix, Foster’s wine and beer businesses will soon part ways.
Dexion jumps into <em>The Ideas Lab</em>
Takeover arbitrage can be highly profitable, but watch that downside.
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